GoDawgs

6.7K posts

GoDawgs

GoDawgs

@GoHuskies2004

Katılım Aralık 2013
57 Takip Edilen51 Takipçiler
GoDawgs
GoDawgs@GoHuskies2004·
@MSchoderboeck @HCGNYC @RealDanODowd @Tesla_Optimus This has to be satire. Has to be. What system is better right now? And I’m not talking about geofenced, you can’t buy one, Waymo. What system can be bought and used by anybody today anywhere in the country? Can’t wait to hear this….
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Dan O'Dowd
Dan O'Dowd@RealDanODowd·
Musk claims that @Tesla_Optimus is the world's most sophisticated humanoid robot. Watch the video and see for yourself. Optimus can't even serve popcorn or hand out water bottles without a teleoperator! Holding $TSLA stock must have truly addled your mind if you believe Musk.
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Marc Schoderboeck
Marc Schoderboeck@MSchoderboeck·
@HCGNYC @RealDanODowd @Tesla_Optimus Its not the most advanced autonomous driving system though. Its years behind its compition. It just has the loudest hype man in the west. This is true for these humanoid robots too. Its not a market leader. Its not even close to the market leaders, but it does have the loud mouth
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Green space
Green space@HCGNYC·
So you've gone from constantly criticizing the world's most advanced autonomous driving system to bashing a pre production version of Tesla's humanoid bot...you area broken man. Focus on something other than Tesla, unless you want to be known as the guy obsessed with Elon and Tesla.
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GoDawgs
GoDawgs@GoHuskies2004·
@RealDanODowd @Tesla_Optimus You cry about Elon and Tesla all day, every day. The irony of you saying anybody else’s mind has been addled is off the charts.
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GoDawgs
GoDawgs@GoHuskies2004·
@FredLambert Obviously still bitter about selling at the bottom. Your EDS is beyond next level. You need a hobby. Badly.
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Fred Lambert
Fred Lambert@FredLambert·
The idea that Tesla is alone in the race to develop end-to-end vision system for self-driving and delivering into consumer vehicles is officially dead. Like dead, dead. I tested Xpeng's VLA 2.0 in the streets of Beijing, and it is comparable to my experience of daily driving Tesla FSD v14. Xpeng is not charging $100 a month to drive this. It is inlcuded in its higher-trim vehicles and it already caught the attention of Volkswagen, which is going to integrate into its own vehicles - something Tesla hasn't been able to do despite trying. You can watch the full 40-minute drive on @ElectrekCo
Electrek.co@ElectrekCo

Xpeng VLA 2.0 test drive: Tesla is not alone with 'Full Self-Driving' anymore electrek.co/2026/04/29/xpe… by @fredlambert

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GoDawgs
GoDawgs@GoHuskies2004·
@FredLambert If we’re being honest, this says way more about you and the rest of the far left whackos than it ever could about Elon. How dare Elon think differently than you!!!
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Fred Lambert
Fred Lambert@FredLambert·
As someone who used to admire Elon, this is nuts to see. He was on a trajectory to be one of the most admired business leaders ever, but he crashed so quickly and now might be one of the most hated of all times. If you have told me that a scene like this one would have existed 5 years ago, I would have never believed it.
Caroline O'Donovan@ceodonovan

Inside the federal court house in Oakland, the judge is still questioning potential jurors about their use of AI, biases towards Musk / OpenAI, and scheduling conflicts. Outside the courtroom, though, people seem to be having fun in the sun…

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Jimmy
Jimmy@M44_1RJ·
What am I missing here ?! Over the past 5yrs : $TSLA —— +52% $NVDA —- +1329% What a FUCKING JOKE Tesla is ! Garbage 🗑️!!! @elonmusk
Jimmy tweet mediaJimmy tweet media
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JerryRigEverything
JerryRigEverything@ZacksJerryRig·
Will @Tesla pay the impound fee since they were speeding in a school zone? Level 2 forever.
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GoDawgs
GoDawgs@GoHuskies2004·
@UnotheInvestor @matchpoint1234 And after 5 years you’ll “prolly” still be saying Tesla will soon go bankrupt, just like you and the rest of the TSLAQ cult has been saying for the past decade. But sure, THIS is the time. Hahaha
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Uno
Uno@UnotheInvestor·
@matchpoint1234 After 5 years you’ll prolly say let’s wait 5 years again 😭
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Uno
Uno@UnotheInvestor·
Things that hit all-time highs while $TSLA was down 14% YTD: $VOO S&P 500 Nasdaq bitcoin:native Gold Silver Things that didn’t: Your $TSLA bag. The market is sending a message. Are you listening?
Uno tweet media
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Fred Lambert
Fred Lambert@FredLambert·
I just spent the day at the China Auto Show and let me tell you something: the future of the auto industry is electric and Chinese. I’m not being dramatic. Just realistic. In a single hall at the show (circled), there were more EV models than there are available ones in the US. There are 17 halls here. 17!!! And they all have more EVs than in the US. They have supply chain, the manufacturing capacity, the energy, the charging infrastructure. Unless there is a major shift in momentum, they are going to dominate the entire industry. It’s just a fact.
Fred Lambert tweet mediaFred Lambert tweet media
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Vince
Vince@VincentVanStogh·
@FredLambert I hear ya, but it sure doesn't seem like the actual vibes of your posts. You seem to really cheer for the downfall. I take it you mean Tesla would be better off without Musk at this point? I suppose you're probably right on that.
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Blockchain Rob 🇺🇸
Blockchain Rob 🇺🇸@BlockchainRob_·
fsd tried to kill me today wtf, drove through a closed hov gate, demolished my entire windshield. @elonmusk love tesla but today customer service was useless
Blockchain Rob 🇺🇸 tweet media
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GoDawgs
GoDawgs@GoHuskies2004·
@greggertruck Nah. It’s only news if it’s a Tesla being towed. 🥱
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Greggertruck
Greggertruck@greggertruck·
Woah!! Waymo solved full self driving.
Greggertruck tweet media
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Jui Fen
Jui Fen@JuiFen11·
@GoHuskies2004 @ZacksJerryRig Yeah bc he has enjoyed almost 2 decades of govt assistance, from outright bailouts to carbon credits to subsidies to contracts. Once the govt spigot turns off, it will all crumble down.
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JerryRigEverything
JerryRigEverything@ZacksJerryRig·
Elon: "I lied to Everyone about HW3 FSD for years." *stock goes up* Deception Kink Cult I'm not into that kinda thing so you can just give my money back.
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GoDawgs
GoDawgs@GoHuskies2004·
@FredLambert Have any actual proof of cooked books? Of course you don’t. Sad life, guy. Keep crying.
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Fred Lambert
Fred Lambert@FredLambert·
Tesla basically cooked the books to show one last quarter of positive cash flow before going negative. Between the tariff refunds, warranty accounting changes, pushing supplier payments by 10 extra days (up 30% in 6 months), Tesla would have almost certainly lost money in Q1 also. Meanwhile, Elon admits he was wrong to think robotaxi/FSD would start to meaningfully contribute financially in 2026, pushes it "maybe" next year. He readmits that HW3 will never support unsupervised - comes up with a new stalling tactics about retrofit mini factories that will never happen. Man, this was a mess of earnigs. I understand that $TSLA retail investors buy this stuff, but the fact that so-called "smart money" on Wall Street is still buying into that shit baffles me.
Fred Lambert@FredLambert

Tesla $TSLA earnings might look good on the surface, but they are in complete shambles if you dig even a little: - Tesla Listed "one-time warranty and tariff benefits" as the #1 driver of profitability — refused to disclose the dollar amount - Seemingly Booked IEEPA tariff refunds as income in both auto AND energy segments after the Supreme Court ruling — a one-quarter windfall - Stretched supplier payments from 61 to 71 days — up from 52 days two quarters ago — adding $1.3B to payables to juice cash flow - Issued $4.3B in new debt (3x last quarter) to keep the cash position flat after a $2B SpaceX investment Meanwhile: deliveries missed, inventory piling up to 27 days of supply, energy storage down 15%, and GAAP net margin was just 2.1%

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